A Strategic Proposal for Connect Credit Union

Prepared for Scott Meyer, Cynthia Ryan, Howard Webb, and the Leadership Team

Scott, Cynthia, and Howard,

Thank you for the opportunity to discuss your strategic goals. We are pleased to confirm our availability for your requested date of August 1, 2026, for your session in Vero Beach, Florida.

To make this easy to review, we have created this private digital room for your team. It contains an overview of the two engagement options we recommend, our formal proposal, and a complimentary copy of "The Living Strategy" framework.

We have outlined two distinct options for our engagement. This framework is designed to provide you with a clear choice:

Option A directly fulfills your request for an expert-led, single-day strategic facilitation.
Option B presents our recommendation for a comprehensive, multi-phase strategic planning partnership that builds a durable system for execution and performance.

Comparison of Options

Option A: Expert-Led Facilitation ($5,500)

Primary Goal A single, productive, expert-led planning session.

Process 1-day session with light pre/post-work.

Key Frameworks Facilitated SWOT/SOAR, Priority Setting.

Core Deliverable Post-Session Summary Report.

Timeline June – August 2026

Option B: Comprehensive Strategic Plan ($10,000)

Primary Goal A complete, multi-year strategic plan and management system.

Process 4-phase engagement over 8-9 months.

Key Frameworks Business Model Canvas, Scenario Testing, OKR Framework.

Core Deliverable Board-Ready 3-Year Strategic Plan & 1-Year Tactical Roadmap.

Timeline January – September 2026

Your Formal Proposal

Download: Formal Proposal for Connect Credit Union

The complete proposal detailing both options, timelines, and all deliverables.

Connect CU - Proposal_ A Partnership for Strategic Planning.pdf

138 KB

Your Complimentary Resource

The Living Strategy Guide

The foundational framework for our "Option B" recommendation, provided for your review.

The-Living-Strategy---A-New-Playbook-for-Credit-Union-Resilience-and-Growth-3.pdf

1 MB

Why Glatt Consulting

We are not generalist facilitators. Our practice is built exclusively for credit unions, focusing on the critical intersection of Strategy, Performance, and Governance. Our process is proven to move credit unions beyond high-level planning and install a durable system for execution and accountability.

Client References

Chris Petersen, President/CEO, St. Paul FCU (cpetersen@stpaulfcu.org)
Gary Perez, President/CEO, USC Credit Union (GPerez@usccreditunion.org)
Jack Mcadoo, President/CEO, Beacon FCU (jmcadoo@beaconfed.org)
Dana DeFilippis, President/CEO, Merck Sharp and Dohme FCU (ddefilippis@msdfcu.org)

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Next Steps

We are confident that either option will deliver significant value to Connect Credit Union. We are available to discuss this proposal with you and your leadership team to answer any questions and help you select the best path forward.

To proceed with your selected option, we will issue a formal Statement of Work for your review and signature.